ChinAI Newsletter

“ChinAI #323: The AI Deflation of China’s Tech Giants” by Jeffrey Ding


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Why are Chinese tech giants spending so little on AI Capex?.

Featured links

  • In this US-China AI race, Chinese internet giants are rapidly becoming marginalized
  • ChinAI #98
  • McKinsey report.
  • China Watching in Chinese - A Guide to Chinese-Language Analysis of Chinese Politics
  • Bumingbai [不明白播客] podcast
  • Tencent Research Institute and Factchecking Platform Jiao Zhen Analyzed 100 Cases of AI-generated Disinformation
  • Chinese scientists do a comprehensive safety study of ~20 LLMs – and they find similar things to Western researchers
  • ImportAI newsletter
  • Horizon Fellowship
  • Horizon Fellowship

Thank you for reading and engaging

These are Jeff Ding's (sometimes) weekly translations of Chinese-language musings on AI and related topics. Jeff is an Assistant Professor of Political Science at George Washington University.

Check out the archive of all past issues here & please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay for a subscription will support access for all).

Any suggestions or feedback? Let me know at [email protected] or on Twitter at @jjding99

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First published:

August 11th, 2025

Source:

https://chinai.substack.com/p/chinai-323-the-ai-deflation-of-chinas

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Narrated by TYPE III AUDIO.

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ChinAI NewsletterBy Jeffrey Ding